Customer Service Associate - NWPS

Raymond James • Puyallup, WA

1d • $45,000 - $56,160 • Hybrid

About The Position

Execute standard banking transactions for specific units or operating/processing departments in accordance with administrative and operational processes. Process a range of specialized and non-standard transactions that usually require some research or investigation.

Requirements

• Strong verbal and written communication skills with the ability to clearly explain solutions and build rapport with callers.
• Exceptional attention to detail when capturing customer information, updating records, and following compliance requirements.
• Proven time‑management skills in fast‑paced environments, including the ability to multitask and prioritize competing demands.
• Ability to adapt and quickly learn new plan provisions as applicable
• Bachelor’s degree, or a minimum of three (3) years of relevant experience in handling retirement accounts, or three (3) years of experience in a call center setting.
• OR
• Any equivalent combination of education, training and/or experience approved by Human Resources

Responsibilities

• Handle high-volume inbound/outbound calls while maintaining accuracy, professionalism, and a positive customer experience.
• Document customer interactions with precise attention to detail, ensuring all data is recorded correctly in company systems.
• Effectively manage call flow, follow scripts and procedures, and resolve inquiries within expected timeframes.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level